+3,514.1%
CCJ vs PLUG
-99.1%
+3,613.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +7.4% | -3.1% | +3.7% |
| 7D | -7.3% | +5.8% | -13.1% | -7.8% |
| 30D | -20.0% | -18.5% | -1.4% | -18.5% |
| 3M | -23.8% | -30.0% | +6.1% | -21.4% |
| 6M | -42.4% | -56.2% | +13.8% | -38.1% |
| YTD | -22.1% | -26.4% | +4.3% | -20.9% |
| 1Y | -20.8% | -42.2% | +21.4% | -18.2% |
| 3Y | +75.7% | -76.8% | +152.6% | +77.6% |
| 5Y | +167.4% | -96.2% | +263.7% | +206.5% |
| 10Y | +826.3% | +2.1% | +824.2% | +640.2% |
| All | +3,514.1% | -99.1% | +3,613.1% | +2,458.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling